Stolper Co

报告期 2026-03-31 · CIK 0001808195

持仓数

前50大市值合计

$316.2M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

23Q2 调仓2023-03-31 → 2023-06-30 · 共 85 项增持 22减持 63

方向

标的

Δ市值

现股数(环比)

减持

AAPL APPLE INCORPORATED

+$1.8M

68,121 -2%

减持

BRK/B BERKSHIRE HATHAWAY INCORPORATE

+$1.2M

40,111 -1%

减持

MSFT MICROSOFT CORPORATION

-$937.0K

17,776 -27%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

JPM JPMORGAN CHASE & COMPANY

减持

— DISCOVER FINL SVCS

+$883.0K

49,898 -0%

增持

BAC BANK AMERICA CORPORATION

+$857.0K

173,952 +20%

减持

DVA DAVITA INCORPORATED

+$786.0K

42,091 -1%

减持

GOOG ALPHABET INCORPORATED CAP STK

+$782.0K

48,748 -1%

减持

UPS UNITED PARCEL SERVICE INCORPOR

-$495.0K

28,789 -1%

增持

CVX CHEVRON CORPORATION NEW

+$438.0K

47,637 +10%

减持

ABBV ABBVIE INCORPORATED

-$387.0K

14,854 -1%

减持

AFL AFLAC INCORPORATED

+$375.0K

78,021 -1%

增持

T AT&T INCORPORATED

-$362.0K

119,380 +1%

减持

OKE ONEOK INCORPORATED NEW

-$326.0K

127,546 -1%

减持

ORCL ORACLE CORPORATION

+$321.0K

56,840 -18%

减持

GS GOLDMAN SACHS GROUP INCORPORAT

-$297.0K

13,798 -5%

减持

JNJ JOHNSON & JOHNSON

+$295.0K

29,288 -0%

增持

BABA ALIBABA GROUP HLDG LIMITED SPO

-$291.0K

17,104 +2%

减持

QCOM QUALCOMM INCORPORATED

-$288.0K

32,137 -0%

减持

PSX PHILLIPS 66

-$286.0K

44,665 -0%

增持

DLR DIGITAL RLTY TR INCORPORATED R

+$250.0K

12,408 +5%

减持

HPQ HP INCORPORATED

+$221.0K

197,928 -1%

减持

KO COCA COLA COMPANY

-$219.0K

96,057 -1%

减持

NEM NEWMONT CORPORATION

-$213.0K

32,146 -1%

减持

MRK MERCK & COMPANY INCORPORATED

+$204.0K

27,305 -1%

减持

HD HOME DEPOT INCORPORATED

+$188.0K

12,655 -0%

增持

PFE PFIZER INCORPORATED

-$176.0K

44,953 +1%

减持

DOW DOW INCORPORATED

-$155.0K

89,848 -0%

增持

STAG STAG INDL INCORPORATED REIT

+$132.0K

50,064 +2%

减持

NOC NORTHROP GRUMMAN CORPORATION

-$132.0K

13,952 -1%

增持

BMY BRISTOL-MYERS SQUIBB COMPANY

-$128.0K

26,050 +1%

减持

MCD MCDONALDS CORPORATION

+$117.0K

6,825 -1%

减持

— EXXON MOBIL CORPORATION

-$107.0K

25,459 -2%

增持

CVS CVS HEALTH CORPORATION

-$86.0K

22,186 +2%

增持

KR KROGER COMPANY

-$83.0K

37,932 +0%

减持

ADX ADAMS DIVERSIFIED EQUITY FD

+$80.0K

94,186 -3%

减持

LZB LA Z BOY INCORPORATED

-$78.0K

93,252 -1%

减持

SHEL SHELL PLC SPON ADS

+$77.0K

30,014 -0%

减持

TDF TEMPLETON DRAGON FD INCORPORAT

-$73.0K

42,574 -2%

减持

CSCO CISCO SYSTEMS INCORPORATED

-$69.0K

118,018 -0%

增持

BNY BANK NEW YORK MELLON CORPORATI

-$67.0K

76,934 +0%

减持

IDV ISHARES TR INTL SEL DIV ETF

-$65.0K

36,142 -2%

减持

LMT LOCKHEED MARTIN CORPORATION

-$56.0K

3,860 -0%

减持

— TOTALENERGIES SE SPONSORED ADS

-$56.0K

29,839 -1%

增持

MMM 3M COMPANY

-$56.0K

13,693 +1%

增持

IBM INTERNATIONAL BUSINESS MACHINE

+$56.0K

17,648 +0%

减持

UNP UNION PAC CORPORATION

+$54.0K

26,109 -1%

增持

PG PROCTER AND GAMBLE COMPANY

+$43.0K

12,260 +0%

增持

PPL PPL CORPORATION

-$41.0K

50,668 +2%

减持

BCX BLACKROCK RES & COMMODITIES ST

-$41.0K

60,388 -2%

减持

XLU SPDR UTILITIES SELECT SECTOR F

-$38.0K

9,132 -3%

减持

XJQCX NUVEEN CR STRATEGIES INCOME FD

-$37.0K

219,356 -2%

增持

MET METLIFE INCORPORATED

-$37.0K

29,060 +0%

减持

WIW WESTERN AST INFL LKD OPP & INM

-$34.0K

69,898 -2%

减持

XLE SPDR ENERGY SELECT SECTOR FUND

-$33.0K

9,305 -2%

减持

PEY INVESCO HIGH YIELD EQUITY DIVI

-$33.0K

28,342 -2%

减持

XNIEX VIRTUS EQUITY & CONV INCM FD

+$31.0K

30,540 -2%

增持

— UNILEVER PLC SPON ADR NEW

+$31.0K

25,409 +2%

增持

PM PHILIP MORRIS INTERNATIONAL IN

+$30.0K

16,497 +2%

减持

XDIAX NUVEEN DOW 30 DYNMC OVERWRT FD

-$27.0K

30,723 -2%

减持

BTZ BLACKROCK CR ALLOCATION INCOME

-$24.0K

61,652 -2%

增持

MS MORGAN STANLEY COM NEW

-$24.0K

23,943 +2%

增持

PLD PROLOGIS INCORPORATED. REIT

-$23.0K

14,750 +0%

减持

BST BLACKROCK SCIENCE & TECHNOLOGY

+$23.0K

17,342 -2%

增持

SO SOUTHERN COMPANY

+$23.0K

24,329 +0%

增持

VZ VERIZON COMMUNICATIONS INCORPO

-$20.0K

45,267 +3%

减持

IGR CBRE GBL REAL ESTATE INCORPORA

-$20.0K

89,576 -3%

减持

UNH UNITEDHEALTH GROUP INCORPORATE

+$18.0K

16,627 -1%

减持

MO ALTRIA GROUP INCORPORATED

+$17.0K

36,517 -0%

减持

— NUVEEN PREFERRED & INCOME SECS

-$16.0K

68,198 -2%

减持

DHI D R HORTON INCORPORATED

+$15.0K

35,258 -19%

减持

PFF ISHARES TR PFD AND INCM SEC

-$15.0K

15,036 -2%

减持

STEW SRH TOTAL RETURN FUND INCORPOR

+$13.0K

19,105 -3%

减持

GAM GENERAL AMERN INVS COMPANY INC

+$11.0K

5,504 -2%

减持

VOO VANGUARD INDEX FUNDS S&P 500 E

+$11.0K

526 -3%

减持

TY TRI CONTL CORPORATION

+$9.0K

52,926 -3%

减持

GHY PGIM GLOBAL HIGH YIELD FD FORM

-$9.0K

34,473 -2%

减持

XBOEX BLACKROCK ENHANCED GLOBAL DIVI

-$7.0K

56,326 -2%

减持

XGDVX GABELLI DIVID & INCOME TR

-$6.0K

38,947 -2%

减持

IEFA ISHARES TR CORE MSCI EAFE

-$5.0K

4,820 -2%

减持

AVK ADVENT CONV & INCOME FD

-$5.0K

55,197 -2%

减持

BGB BLACKSTONE STRATEGIC CRED 2027

+$5.0K

54,386 -2%

减持

RVT ROYCE VALUE TR INCORPORATED

-$5.0K

42,642 -2%

减持

XAODX ABRDN TOTAL DYNAMIC DIVIDEND C

-$3.0K

74,368 -3%

减持

ISD PGIM HIGH YIELD BOND FUND INCO

-$2.0K

32,900 -2%